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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
326
Heritage Way Advisors
Illinois
$261K
AWM
327
Avior Wealth Management
Nebraska
$260K -$2.77K -264 -1%
APP
328
Avantax Planning Partners
Iowa
$260K +$1.82K +174 +0.7%
DAM
329
Delta Asset Management
Tennessee
$258K +$252K +24,006 New
GI
330
GS Investments
Minnesota
$256K +$6.79K +648 +3%
LA
331
Leonetti & Associates
Illinois
$253K
SMFS
332
Squar Milner Financial Services
California
$253K +$232K +22,116 New
SB
333
Simmons Bank
Arkansas
$252K -$31.1K -2,964 -11%
SWM
334
Stockman Wealth Management
Montana
$252K +$14.5K +1,380 +6%
LJAC
335
L.J. Altfest & Co
New York
$252K +$246K +23,430 New
CAN
336
Cetera Advisor Networks
California
$251K +$1.57K +150 +0.6%
HIC
337
Hartline Investment Corp
Illinois
$249K +$243K +23,136 New
FFWA
338
FRG Family Wealth Advisors
Washington
$248K
PA
339
Paracle Advisors
Washington
$244K +$189 +18 +0.1%
CIC
340
Carnegie Investment Counsel
Ohio
$244K +$237K +22,620 New
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$240K -$4.34K -414 -2%
EAM
342
Evanson Asset Management
California
$239K -$3.52K -336 -1%
CCM
343
Carlson Capital Management
Minnesota
$232K +$9.25K +882 +4%
RCAG
344
Rehmann Capital Advisory Group
Michigan
$228K +$377 +36 +0.2%
PP
345
Palladium Partners
Virginia
$220K
AMIM
346
Aull & Monroe Investment Management
Alabama
$219K -$4.4K -420 -2%
DADC
347
D.A. Davidson & Co
Montana
$219K
RWA
348
River Wealth Advisors
Pennsylvania
$219K +$214K +20,406 New
WA
349
Wealth Architects
California
$218K -$31.5K -3,006 -13%
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$216K +$203K +19,344 New